See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,746 | $102,317+3.4% | $146,958-28.0% | $80,856+30.8% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 15.37% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,848 | $3,713-50.2% | $4,933-62.5% | $2,755-32.9% |
| Participant deferral / active EE | $6,769 | $6,644+1.9% | $8,070-16.1% | $4,296+57.6% |
| Admin fee / account holder | $1,590 | $7,941-80.0% | $12,998-87.8% | $6,918-77.0% |